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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,411 | $176,402+25.5% | $134,162+65.0% | $158,966+39.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.92% | 63.66%-48.7pp | 36.35%-21.4pp | 302.95%-288.0pp |
| Employer contribution / active EE | $27,106 | $5,042+437.6% | $3,705+631.6% | $4,762+469.2% |
| Participant deferral / active EE | $22,333 | $4,093+445.7% | $3,500+538.2% | $5,983+273.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |